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Shift4

434 hedge funds and large institutions have $6.54B invested in Shift4 in 2025 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 175 increasing their positions, 143 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
434
Holders Change
+1
Holders Change %
+0.23%
% of All Funds
5.9%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.22%
New
69
Increased
175
Reduced
143
Closed
61
Calls
$160M
Puts
$70.2M
Net Calls
+$90.2M
Net Calls Change
+$127M
Name Holding Trade Value Shares
Change
Shares
Change %
HWA
376
Heritage Wealth Advisors
Virginia
$13.6K
MPWT
377
MassMutual Private Wealth & Trust
Connecticut
$12.9K +$9.72K +119 +305%
RA
378
Rise Advisors
New York
$12.5K +$12.5K +153 New
Fuller & Thaler Asset Management
379
Fuller & Thaler Asset Management
California
$12.2K -$163 -2 -1%
SAM
380
Smartleaf Asset Management
Massachusetts
$12.2K +$930 +11 +8%
CI Investments Inc
381
CI Investments Inc
Ontario, Canada
$10K -$5.85K -72 -37%
RS
382
Rakuten Securities
Japan
$9.23K -$11.9K -146 -56%
WTA
383
Washington Trust Advisors
Massachusetts
$8.74K
EWA
384
EverSource Wealth Advisors
Alabama
$8.66K -$177K -2,166 -95%
AF
385
Atala Financial
California
$8.17K
CFO
386
CVA Family Office
Colorado
$7.03K +$490 +6 +8%
BFPW
387
BOK Financial Private Wealth
Colorado
$6.37K +$6.37K +78 New
S
388
SignatureFD
Georgia
$6.05K -$327 -4 -5%
AF
389
Advisornet Financial
Minnesota
$5.56K +$5.56K +68 New
A
390
AlphaQuest
New York
$5.39K +$5.39K +66 New
BC
391
Bayforest Capital
United Kingdom
$5.23K -$17.6K -215 -77%
AssetMark Inc
392
AssetMark Inc
California
$5.07K +$3.02K +37 +148%
VCM
393
Versant Capital Management
Arizona
$4.66K -$4.49K -55 -49%
AF
394
Allworth Financial
California
$4.44K +$1.21K +15 +38%
TPCW
395
TD Private Client Wealth
New York
$4.33K +$3.43K +42 +382%
MSG
396
Main Street Group
Virginia
$4.09K
HFS
397
Hantz Financial Services
Michigan
$4K +$4K +51 New
FHA
398
First Horizon Advisors
Tennessee
$3.6K
SW
399
SVB Wealth
Massachusetts
$3.51K +$3.51K +43 New
BAM
400
Bellevue Asset Management
Washington
$3.27K